Column: The Term ‘Critical Minerals’ Lacks Meaning; Time for a New Definition and Strategy
Image: Lithium Australia – VSPC Ltd. The term critical minerals has become so widespread that it has effectively lost its meaning, as it could be applied to virtually every metal being mined. What is needed is a new definition that differentiates between what is genuinely vital to a country, and what is just something of […]
Cathie Wood of ARK Discusses Musk, Trump, DeepSeek, and Bitcoin
Valerio Baselli: Hello and welcome to Morningstar. I’m very glad to be joined today by one of the most famous names when it comes to actively managed thematic ETFs, the founder and CEO of ARK Invest, Cathie Wood. Thank you for joining me, Cathie. In your latest report Big Ideas for 2025 you listed your […]
Is Trump Posing with His Tariffs?
Is Trump Bluffing on some Tariffs Good morning, Investors. This past week, I joined my old friends Shad Marquitz and Cory Fleck at the K.E. Report again to — this time — discuss in some greater detail various commodities in the context of President Trump’s real and threatened tariffs. Is President Trump Bluffing? You can […]
Asian Shares Mostly Up as Yen Strengthens on Positive GDP Report
Asia shares mostly higher, yen buoyed by upbeat GDP By Wayne Cole SYDNEY (Reuters) -Asia share markets crept higher on Monday as Hong Kong’s tech sector stole the limelight, while upbeat Japanese economic growth contrasted with a weak U.S. retail sales report to lift the yen on the dollar. Geopolitics remained in focus with reports […]
Railroad Commission Authorizes Increased Waste Disposal in East Texas
Railroad Commission Approves More Waste Disposal in East Texas After years of deliberations, the technical staff of the Texas Railroad Commission recommended that regulators deny a permit to dispose of oilfield waste in the small town of Paxton. But at the commission’s January open meeting, the elected commissioners voted 2-1 to approve the permit anyway. […]
Is This Highly Rated BMO Stock Fund Poised for a Comeback?
Concentrated stock funds (ones with relatively few stocks) can offer outsized returns when their bets pay off. However, when one hits a slump, investors can feel the downside of this approach more than they would with a broadly diversified portfolio. That’s been the case for BMO Concentrated Global Equity F, a USD 2.6 billion 3-star […]
Canada Prepares for Economic Impact of US Tariffs
The growing uncertainty around the size, scope, and timing of US tariffs has economists on pins and needles and markets in a tizzy. US President Donald Trump’s unpredictable tax policies have become a major challenge for Canadian policymakers scrambling to craft a response. If economists’ worst nightmare—a sustained, broad-based 25% tariff—materializes, Canada could face a […]
Sun Life Earnings: Shares Adjust Downward by 9% Following…
Key Morningstar Metrics for Sun Life Financial What We Thought of Sun Life Financial’s Earnings Sun Life Financial SLF reported lackluster numbers in the fourth quarter, as underlying net income came at C$0.97 billion or $C1.68 per share during the quarter—flat compared with the previous year. The firm reported an adjusted return on equity of […]
Battery Raw Materials Market Update – February 2025
Battery raw materials market update February 2025 The Fastmarkets team remains vigilant as it tracks fluctuations in the market, delivering timely insights that reflect current trends. With a firm commitment to fostering informed decision-making, the team conducts comprehensive analyses of crucial elements influencing market trends, prices, and forecasts within the dynamic battery raw materials sector. […]
Bank of Canada Faces Increasing Pressure to Continue Rate Cuts
The significant risk tariffs pose to Canada’s economy is increasing the chances that the Bank of Canada won’t be pausing its interest rate cuts anytime soon. Analysts suggest that the uncertainty surrounding the size, scope, and timing of tariffs, alongside domestic economic indicators, will require multiple, even supersized, rate cuts this year to allow the […]